Schwab U S Large Cap Growth ETF shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 228k | 100.84 |
| 2024-06-30 | $23M | 228k | 100.84 |
| 2024-03-31 | $24M | 263k | 91.54 |
| 2023-09-30 | $18M | 243k | 72.99 |
| 2023-06-30 | $19M | 248k | 74.90 |
| 2023-03-31 | $17M | 252k | 66.32 |
| 2022-12-31 | $18M | 315k | 55.56 |
| 2022-09-30 | $16M | 284k | 57.13 |
| 2022-06-30 | $16M | 281k | 58.29 |
| 2022-03-31 | $19M | 255k | 75.07 |
| 2021-12-31 | $21M | 126k | 164.99 |
| 2021-09-30 | $19M | 125k | 148.09 |
| 2021-06-30 | $18M | 123k | 146.32 |
| 2021-03-31 | $16M | 141k | 115.17 |
| 2020-12-31 | $18M | 139k | 126.72 |
| 2020-09-30 | $16M | 141k | 115.17 |
| 2020-06-30 | $15M | 151k | 101.54 |
| 2020-03-31 | $13M | 174k | 76.54 |
| 2019-12-31 | $16M | 165k | 94.15 |
| 2019-09-30 | $15M | 176k | 83.99 |
| 2019-06-30 | $15M | 180k | 83.63 |
| 2019-03-31 | $15M | 180k | 81.12 |
| 2018-12-31 | $14M | 186k | 75.51 |
| 2018-09-30 | $13M | 177k | 75.28 |
| 2018-03-31 | $14M | 181k | 75.44 |
| 2017-12-31 | $14M | 184k | 73.56 |
| 2017-09-30 | $13M | 193k | 68.77 |
More positions owned by Vista Private Wealth Partners
View all positions for Vista Private Wealth Partners
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF